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Legacy Wealth Management (Idaho)’s TC Energy TRP Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49
Closed -$3.07K – 896
2026
Q1 		$3.07K Hold
49
– – ﹤0.01% 706
2025
Q4 		$2.7K Buy
+49
New +$2.61K ﹤0.01% 629

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TRP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of TC Energy (TRP) in Q2 2026, closing a stake of 49 shares — an estimated $3.07K sold.

Legacy Wealth Management (Idaho) first reported a position in TRP in Q4 2025 and held it in 2 quarters. The position peaked at $3.07K in Q1 2026. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining TC Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 49 TC Energy shares in Q2 2026, an estimated $3.07K.
  • Legacy Wealth Management (Idaho) first reported a position in TC Energy in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s TC Energy position peaked at $3.07K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.